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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$69.48 +0.44 (+0.64%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Current
Institutional Ownership
Percentage
43.07%
Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$2.21B
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$164.46M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025Visionary Horizons LLC5,081$350K0.2%N/A0.008%
10/23/2025Benjamin Edwards Inc.83,237$5.74M0.1%-0.5%0.136%
10/22/2025 MassMutual Private Wealth & Trust FSB23,860$1.65M0.0%-5.4%0.039%
10/22/2025 Gladstone Institutional Advisory LLC45,761$3.16M0.1%+3.7%0.075%
10/22/2025 Geneos Wealth Management Inc.5,435$375K0.0%+52.5%0.009%
10/22/2025 Worth Financial Advisory Group LLC11,101$766K0.4%+17.3%0.018%
10/22/2025 D.A. Davidson & CO.26,602$1.84M0.0%-1.9%0.044%
10/22/2025 Daymark Wealth Partners LLC371,570$25.62M0.9%+6.6%0.608%
10/22/2025 Commonwealth Equity Services LLC1,006,824$69.43M0.1%-1.8%1.646%
10/21/2025 Global Retirement Partners LLC80,018$5.52M0.1%+21.1%0.131%
10/21/2025 Commonwealth Financial Services LLC125,377$8.65M1.5%+11.7%0.205%
10/21/2025 MN Wealth Advisors LLC122,919$8.48M4.5%+2.7%0.201%
10/21/2025 Unique Wealth LLC239,998$16.55M2.4%+20.0%0.386%
10/21/2025 Silver Oak Securities Incorporated17,419$1.20M0.1%-3.1%0.028%
10/21/2025 PUREfi Wealth LLC12,871$888K0.7%+10.0%0.021%
10/21/2025 CMH Wealth Management LLC43,568$3.00M0.6%+1.3%0.070%
10/20/2025 Avaii Wealth Management LLC6,002$414K0.2%-3.4%0.010%
10/20/2025 Miracle Mile Advisors LLC83,870$5.78M0.1%-15.1%0.135%
10/20/2025 3Chopt Investment Partners LLC22,328$1.54M0.4%+2.3%0.036%
10/20/2025 Ascent Group LLC47,740$3.29M0.1%+122.6%0.077%
10/17/2025 Traveka Wealth LLC9,553$659K0.3%N/A0.016%
10/17/2025 5T Wealth LLC52,676$3.63M1.6%+20.4%0.086%
10/17/2025 Perigon Wealth Management LLC77,872$5.37M0.1%+29.8%0.128%
10/17/2025 FSM Wealth Advisors LLC451,701$31.15M4.4%+6.3%0.741%
10/16/2025 Bill Few Associates Inc.8,128$561K0.1%+17.0%0.013%
10/16/2025 Litman Gregory Wealth Management LLC10,710$739K0.1%-5.9%0.018%
10/15/2025 CWM LLC313,939$21.65M0.1%+6.8%0.515%
10/15/2025 Gemmer Asset Management LLC75,180$5.18M0.4%-7.6%0.123%
10/15/2025 Centerline Wealth Advisors LLC130,044$8.97M3.9%+2.2%0.213%
10/15/2025 Mascagni Wealth Management Inc.22,766$1.57M1.2%-7.7%0.037%
10/15/2025 Triangle Securities Wealth Management240,720$16.60M3.8%+0.2%0.395%
10/15/2025 Private Trust Co. NA12,485$861K0.1%-1.4%0.020%
10/15/2025 DAVENPORT & Co LLC101,668$7.01M0.0%+14.8%0.167%
10/14/2025 Prism Advisors Inc.242,489$16.72M4.5%+9.4%0.398%
10/14/2025 Farther Finance Advisors LLC8,151$562K0.0%-17.9%0.013%
10/14/2025 Exchange Traded Concepts LLC119,382$8.23M0.1%-0.5%0.196%
10/10/2025 Arlington Financial Advisors LLC351,972$24.27M3.6%+5.2%0.577%
10/10/2025 Orrstown Financial Services Inc.780,052$53.79M9.2%+22.0%1.280%
10/10/2025 Cyndeo Wealth Partners LLC47,273$3.26M0.2%+5.7%0.078%
10/10/2025 Fairvoy Private Wealth LLC10,375$715K0.2%+2.0%0.017%
10/10/2025 Quotient Wealth Partners LLC23,971$1.65M0.0%-1.0%0.039%
10/9/2025 AdvisorNet Financial Inc6,970$481K0.0%+3.8%0.011%
10/8/2025 Ignite Planners LLC9,994$689K0.1%+7.3%0.016%
10/8/2025 Country Club Bank36,267$2.49M0.1%+3.1%0.059%
10/6/2025 Steph & Co.751,859$51.85M15.8%+2.6%1.230%
10/2/2025 Global Wealth Strategies & Associates8,778$605K0.2%N/A0.015%
9/4/2025Osaic Holdings Inc.470,924$30.86M0.1%+8.9%0.817%
8/29/2025Total Investment Management Inc.607$40K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC11,205$736K0.0%-13.7%0.019%
8/18/2025Tyler Stone Wealth Management184,536$12.09M1.9%-6.1%0.320%
8/18/2025 Geneos Wealth Management Inc.3,564$233K0.0%+20.8%0.006%
8/15/2025Tower Research Capital LLC TRC 7,841$514K0.0%N/A0.014%
8/15/2025Sugar Maple Asset Management LLC26,357$1.73M1.3%-3.3%0.046%
8/15/2025Captrust Financial Advisors77,662$5.09M0.0%-6.0%0.135%
8/15/2025Visionary Wealth Advisors5,731$375K0.0%-36.0%0.010%
8/15/2025MML Investors Services LLC77,973$5.11M0.0%+9.4%0.135%
8/15/2025IHT Wealth Management LLC6,639$435K0.0%+99.1%0.012%
8/15/2025Great Valley Advisor Group Inc.689,583$45.17M1.0%+21.5%1.197%
8/15/2025Benjamin Edwards Inc.83,618$5.48M0.1%+317.3%0.145%
8/15/2025Bank of America Corp DE666,072$43.63M0.0%+23.3%1.156%
8/15/2025Ameriprise Financial Inc.2,449,480$160.46M0.0%+13.3%4.250%
8/14/2025Raymond James Financial Inc.768,996$50.37M0.0%-15.4%1.334%
8/14/2025HUB Investment Partners LLC7,881$516K0.0%N/A0.014%
8/14/2025Heritage Wealth Management Inc.25,358$1.66M0.5%+41.4%0.044%
8/14/2025NewEdge Advisors LLC72,593$4.76M0.0%+394.4%0.126%
8/14/2025Qube Research & Technologies Ltd1,939$127K0.0%N/A0.003%
8/14/2025Denver PWM LLC84,580$5.54M1.7%+0.8%0.147%
8/14/2025Cary Street Partners Financial LLC1,812$119K0.0%+13.3%0.003%
8/13/2025Cary Street Partners Investment Advisory LLC7,903$518K0.3%-12.6%0.014%
8/13/2025Quantum Portfolio Management LLC7,598$498K0.2%-5.5%0.013%
8/13/2025StoneX Group Inc.23,072$1.51M0.1%+3.8%0.040%
8/13/2025Flow Traders U.S. LLC4,950$324K0.0%N/A0.009%
8/13/2025Gateway Wealth Partners LLC6,716$440K0.1%-29.5%0.012%
8/13/2025Twin Peaks Wealth Advisors LLC10,511$695K0.2%+4.2%0.018%
8/13/2025WCG Wealth Advisors LLC429,236$28.12M1.8%+4.0%0.745%
8/13/2025Kuhn & Co Investment Counsel13,562$888K0.7%-12.8%0.024%
8/13/2025Northwestern Mutual Wealth Management Co.14,208$931K0.0%+213.4%0.025%
8/12/2025J.W. Cole Advisors Inc.7,609$498K0.0%-10.3%0.013%
8/12/2025Financial Advocates Investment Management45,433$2.98M0.2%N/A0.079%
8/12/2025Resolute Wealth Strategies LLC171,641$11.24M6.0%+3.0%0.298%
8/12/2025CreativeOne Wealth LLC32,037$2.10M0.1%-9.9%0.056%
8/12/2025 Global Retirement Partners LLC66,093$4.33M0.1%N/A0.115%
8/12/2025Intellus Advisors LLC460,972$30.19M4.5%+2.5%0.800%
8/12/2025JPMorgan Chase & Co.13,865,481$908.19M0.1%+3.2%24.059%
8/11/2025Perennial Investment Advisors LLC53,410$3.50M0.3%+282.2%0.094%
8/11/2025Landaas & Co. WI ADV18,068$1.18M0.3%+313.6%0.032%
8/8/2025Keyvantage Wealth LLC201,693$13.21M5.9%+3.5%0.354%
8/8/2025Thoroughbred Financial Services LLC7,156$468K0.0%-7.8%0.013%
8/8/2025Cetera Investment Advisers1,192,349$78.10M0.1%+5.9%2.094%
8/8/2025Creative Planning4,113$269K0.0%N/A0.007%
8/8/2025Good Life Advisors LLC11,601$760K0.0%-7.2%0.020%
8/8/2025Atlanta Consulting Group Advisors LLC15,924$1.04M0.3%+11.6%0.028%
8/8/2025PNC Financial Services Group Inc.1,030,558$67.50M0.0%-0.2%1.810%
8/7/2025Fagan Associates Inc.53,807$3.52M0.5%+5.6%0.094%
8/7/2025Weil Company Inc.146,126$9.57M2.5%+128.7%0.257%
8/7/2025Nwam LLC4,541$301K0.0%-15.4%0.008%
8/7/2025Americana Partners LLC537,843$35.23M1.2%+1.2%0.944%
8/6/2025Prospera Financial Services Inc4,682$307K0.0%+31.5%0.008%
8/6/2025Vestmark Advisory Solutions Inc.1,155,023$75.65M1.1%+115.4%2.028%
8/6/2025 Mascagni Wealth Management Inc.24,676$1.62M1.4%-15.0%0.043%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 232 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($908.19M), LPL Financial LLC ($246.40M), Sagespring Wealth Partners LLC ($201.07M), Dynasty Wealth Management LLC ($196.70M), Ameriprise Financial Inc. ($160.46M), Janney Montgomery Scott LLC ($96.78M), and Envestnet Asset Management Inc. ($78.81M).Learn more on JPMorgan Active Value ETF's institutional investors.

What percentage of JPMorgan Active Value ETF's stock is owned by institutional investors?

43.07% of JPMorgan Active Value ETF's stock is owned by institutional investors. Learn more on JAVA's institutional investor holdings.

Which institutional investors have been buying JPMorgan Active Value ETF's stock?

Of the 222 institutional investors that purchased JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($13.02M), Dynasty Wealth Management LLC ($3.10M), Sagespring Wealth Partners LLC ($3.07M), LPL Financial LLC ($2.20M), Raymond James Financial Inc. ($1.43M), Envestnet Asset Management Inc. ($1.10M), and Cetera Investment Advisers ($1.09M).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 34,613,605 shares in the last 24 months. This purchase volume represents approximately $2.21B in transactions.

Which of JPMorgan Active Value ETF's major shareholders have been selling company stock?

Of the 76 institutional investors that sold JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($922.59K), Crumly & Associates Inc. ($220.69K), Ritter Daniher Financial Advisory LLC DE ($205.34K), Strategic Planning Group LLC ($170.58K), Jones Financial Companies Lllp ($166.36K), Avaii Wealth Management LLC ($161.82K), and Raymond James Financial Inc. ($140.11K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 2,577,938 shares in the last 24 months. This volume of shares sold represents approximately $164.46M in transactions.



This page (NYSEARCA:JAVA) was last updated on 10/23/2025 by MarketBeat.com Staff
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